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A New Wealth Management Dimension
"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"
Founder, Managing Partner and CEO
Having founded The Wealth Engineering Institute back in 1996, Mr. Gregory and his colleagues have utilized the Institute’s WealthEngineering™ Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for families and their businesses and their advisors. In addition to The Wealth Engineering Institute, this consortium of entities includes The Charitable Capital Design Center, The Wealth Engineering Hub, The Family Business Hub and EBenefits Hub. The vast array of services of our Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick and his colleagues have also founded Give Back Nation, a non-profit organization, which functions as a national community foundation to create even bigger waves of giving across the nation. Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
President of InCap Group, Inc.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
National Business Resource Network Director at BDO USA
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
CEO and Co-founder of Tamarix Technologies
Andrea is the co-founder and CEO of Tamarix Technologies; a platform redefining how LPs monitor and manage private market portfolios through AI-native agent infrastructure. Before launching Tamarix, Andrea spent 8 years at Pantheon - a private markets investor with $93bn assets under management - where he led the research team. Andrea completed a Finance PhD at Imperial College covering a range of asset pricing and monetary policy topics. He also holds a MSc in Financial Engineering from Imperial College and a BS in Economics from Bocconi.
CEO and Co-Founder of Versoft Consulting
Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000. Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years. She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years. She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.
Founding Member of FamVault
Peter J. Russo is the founder and sole shareholder of The Law Offices of Peter J. Russo, P.C., where he has provided trusted legal counsel to individuals and business owners for more than three decades. With a practice centered on business law, estate planning, and estate administration, Peter advises clients through every stage of the business lifecycle—from entity formation and growth to succession planning and the eventual sale or transition of a business. Peter earned his Bachelor of Science in Criminal Justice from Marist College in New York and his Juris Doctor from Widener University School of Law. Immediately following law school, he demonstrated his entrepreneurial drive by founding his firm, laying the foundation for a career defined by independence, innovation, and client-focused service. In addition to his legal practice, Peter is an accomplished entrepreneur who has owned and operated more than forty businesses over the course of his career. This hands-on business experience provides him with a rare and valuable perspective, allowing him to offer practical, real-world guidance that extends well beyond traditional legal advice. His clients benefit from this unique insight, forming relationships with Peter that often transcend the customary attorney-client dynamic and evolve into long-term strategic partnerships. In 2023, recognizing a critical gap in how individuals organize and protect their essential documents, Peter created FamVault. He personally designed the system over the course of four months, ultimately creating a secure, user-friendly platform that enables individuals and families to store vital information, register estate planning documents, and ensure seamless access for their loved ones. FamVault is designed to simplify day-to-day organization, streamline estate administration, and facilitate the efficient transfer of wealth to future generations. Peter is deeply committed to his community and has dedicated significant time to supporting local nonprofit organizations. He has served on numerous nonprofit boards and has organized and led fundraising initiatives for more than a decade, helping to raise millions of dollars in support of charitable causes.
